# THE TAX PRACTICE, INC.

THE TAX PRACTICE, INC. of SAN JOSE, CA is an SEC-registered investment adviser.

## Registration

- CRD: 133433
- Type: SEC-registered investment adviser
- SEC file number: 801-81093
- Location: 1978 THE ALAMEDA, SAN JOSE, CA, 95126-1432
- Phone: 408-879-0399
- Latest filing: 2016-02-03
- Regulatory AUM: $102.1M
- Discretionary AUM: $102.1M
- Clients: 2
- Accounts: 466

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| WILLNER HARRIS WAYNE | PRESIDENT & CHIEF COMPLIANCE OFFICER; PRESIDENT & OWNER | — |
| WILLNER HARRISON CLAY | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/133433/brochure
- Similar advisers: https://search.stillhousedata.com/firm/133433/similar
- Related entities: https://search.stillhousedata.com/firm/133433/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/133433

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.